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Info

This Guide explains x-bees requirements and licensing and describes how to activate HubSpot, Salesforce, Google and Microsoft 365 integrations.

Other x-bees documentation: x-bees partner program documentation.

Created: February 2022

Updated: December 2022

Permalink: https://wildix.atlassian.net/wiki/x/bgvOAQ

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Currently, there is no procedure for switching a PBX from the UC-licensing model to the xb-licensing, so it can be only done by the Wildix team. To check the requirements for switching, refer to the Customer Care documentation

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for switching, refer to the Customer Care documentation

Note

NOTE: access to Collaboration is also available for PBXs on the x-bees licensing plan!

  • Make sure that these external servers are open on your router/ firewall:
    • https://x-bees.biz/
    • https://api.x-bees.biz/
    • https://login.x-bees.biz/
    • https://chat.wildix-chat.com/
    • https://conference.wildix.com/
    • https://auth.wildix.com/
    • https://fs.wildix.com/
    • https://avatars.wildix.com/
    • https://cognito-idp.eu-central-1.amazonaws.com/
    • https://wda.wildix.com/
    • https://wda-ws.wildix.com/
    • https://wim.wildix.com/

Supported browser

  • Chrome

Mobile apps

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x-bees Partner Program

In order to sell x-bees, it is mandatory to pass the training and get x-bees certification: https://training.wildix.com/x-bees-partner-program/.

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Note

Note: A customizable widget or contact-me button can be added to your website or embedded to your email signature, to enable customers to contact single agents or groups by clicking on a link. 

Documentation: x-bees website widget configuration.


Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://x-bees.biz/kite/name.surname@yourdomain.com, where name.surname@yourdomain.com is your email address. 

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Integrations 

Salesforce integration

Salesforce integration enables automatic logging of calls and conferences that take place on the Wildix system between users and Salesforce leads. From x-bees, users can create new Salesforce leads, find leads, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.

Requirements

  • xb-Business license or higher
  • Admin access to Salesforce account
  • Salesforce license with API access. API access is included in the following Salesforce editions:
    • Enterprise Edition
    • Unlimited Edition
    • Developer Edition
    • Performance Edition

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Video available.

HubSpot Integration

HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts. From x-bees, users can create new HubSpot contacts, find contacts, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.

Requirements

  • xb-Business license or higher
  • Admin access to HubSpot account

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  • HubSpot contacts are visible in Live Search, Dialpad search (if phone number is available), and when creating a conversation
  • Information about HubSpot contact is available on the Info tab in x-bees. There, you can perform the following actions:
    • open contact in HubSpot
    • change the match if the match is wrong
    • log activity (Call/ Email/ Meeting)
    • create tasks
    • see the list of all tasks and activities
    • monitor activity history
  • Also, you can create new HubSpot contact via x-bees

Google Calendar 

Google Calendar integration provides customers with the possibility to view available slots in the Google calendar of salespeople and schedule meetings with them from x-bees. The user’s status gets automatically updated in x-bees based on the events in the Google calendar.

Requirements

  • Licensing: xb-Business for access to Kite
  • Admin access to PBX, Google Suite Admin Console and Google Workspace

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  • Click Install
  • Proceed with 2 activation steps
  • On the 1st step, perform Domain-wide delegation:
  • On the 2nd step, insert Administrator email which has access to Google Workspace and organization's Primary domain indicated in Google Workspace
  • Click Install to complete the activation
  • The integration is activated

Microsoft 365

Microsoft 365 integration provides customers with the possibility to view available slots in the Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user's status gets automatically updated in x-bees based on the events in the Microsoft 365 calendar.

Requirements:

  • Licensing: xb-Business for access to Kite
  • Users should have a valid license allowing them to use Outlook and mailbox
  • Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)

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